AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.66B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$970K 0.14%
9,563
+442
102
$969K 0.14%
1,667
+417
103
$944K 0.14%
8,302
+1,879
104
$913K 0.13%
5,243
+543
105
$889K 0.13%
3,490
+65
106
$837K 0.12%
17,218
+5,686
107
$832K 0.12%
9,236
+524
108
$829K 0.12%
10,396
+537
109
$827K 0.12%
16,872
110
$823K 0.12%
5,277
111
$819K 0.12%
2,289
+224
112
$797K 0.11%
6,159
-259
113
$789K 0.11%
11,642
+6,475
114
$785K 0.11%
16,656
115
$781K 0.11%
9,253
116
$781K 0.11%
5,572
+1,634
117
$770K 0.11%
2,961
-55
118
$768K 0.11%
10,978
-841
119
$764K 0.11%
3,239
-75
120
$744K 0.11%
3,267
+322
121
$726K 0.1%
5,707
+414
122
$725K 0.1%
10,817
+6,960
123
$718K 0.1%
12,387
+3,258
124
$714K 0.1%
16,657
+4,446
125
$685K 0.1%
822
-203
3 4
5
6 7